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Customer Defaults

The Customer table is available through the Sales or Receivables menu. You can also access Customer records directly from other selection windows while entering a transaction.

The following values default into the Customer record when added a new vendor.

These fields can be accessed using the Defaults option which displays in the Select An Option window that opens when you first select the Customer option.

Terms	The payment terms for the customer.
Sales Rep	The sales rep for the customer.
Route	The route for the customer.
Customer Class	The customer class for the customer.
Price Class	The price class for the customer.
Grace Days	The number for grace days for the customer.
Freight Type	The freight cost type for the customer, as defined in your sales Cost Adjustments.
Freight Payment Terms	The freight terms are: PPD – Prepaid, you pay the freight COL – Collect, the customer pays the freight PPC – Prepaid and charge, you pay the freight and bill it back to the customer as a line item on the sales order/invoice.
Prepaid and Charge Item	The prepaid and charge freight item code used to bill the customer for prepaid and charge freight.
Finance Rate	The finance rate – must be between 0 and 24%.
Tax Code	The default tax type to be used for invoking tax type pricing exceptions/accruals.
Order Guide used in Sales Orders	Does this customer use an order guide? N = not using, A = use only the customer item alias group IDs and names on the order guide, P = use only the items found on the price list on the order guide.
Order Guide Price Override	Order Guide Price Override: N = not using, Y = using.
Order Guide Item Override	Order Guide Item Control: L = loose control, S = strict control.
Order Guide Default Sort	Order Guide Default Sort: I = item order, A = item alias order.
Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday Carrier	The default carrier used for each day of the week, respectively.

For more information on the Customer option see Customer.

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